WFG Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.56M | Buy |
34,861
+4,190
| +14% | +$187K | 0.35% | 74 |
|
|
2017
Q1 | $1.5M | Sell |
30,671
-727
| -2% | -$35.4K | 0.4% | 61 |
|
|
2016
Q4 | $1.68M | Sell |
31,398
-9,377
| -23% | -$501K | 0.41% | 57 |
|
|
2016
Q3 | $2.12M | Buy |
40,775
+2,402
| +6% | +$125K | 0.53% | 42 |
|
|
2016
Q2 | $2.14M | Buy |
38,373
+2,329
| +6% | +$130K | 0.57% | 35 |
|
|
2016
Q1 | $1.95M | Sell |
36,044
-7,294
| -17% | -$394K | 0.56% | 34 |
|
|
2015
Q4 | $2M | Buy |
43,338
+2,872
| +7% | +$133K | 0.6% | 29 |
|
|
2015
Q3 | $1.76M | Sell |
40,466
-5,260
| -12% | -$229K | 0.55% | 36 |
|
|
2015
Q2 | $2.13M | Buy |
45,726
+4,051
| +10% | +$189K | 0.59% | 31 |
|
|
2015
Q1 | $2.03M | Sell |
41,675
-16,640
| -29% | -$809K | 0.57% | 31 |
|
|
2014
Q4 | $2.73M | Sell |
58,315
-6,740
| -10% | -$315K | 0.55% | 26 |
|
|
2014
Q3 | $3.25M | Sell |
65,055
-632
| -1% | -$31.6K | 0.62% | 19 |
|
|
2014
Q2 | $3.21M | Buy |
65,687
+2,009
| +3% | +$98.3K | 0.6% | 19 |
|
|
2014
Q1 | $3.03M | Buy |
63,678
+2,453
| +4% | +$117K | 0.61% | 21 |
|
|
2013
Q4 | $3.01M | Buy |
61,225
+2,870
| +5% | +$141K | 0.43% | 41 |
|
|
2013
Q3 | $2.72M | Sell |
58,355
-1,118
| -2% | -$52.2K | 0.42% | 47 |
|
|
2013
Q2 | $2.99M | Buy |
+59,473
| New | +$2.99M | 0.5% | 38 |
|